In this article, we will go through how to edit an existing email template.
Here you can update the template name, type, subject line, content, design, and attachments.
When you save your changes, the updated template will be used the next time this type of email is sent.
How to get there
Open the Control Panel.
Go to Email Templates in the menu on the left.
Find the email template you want to edit.
Click the template or select edit.
You are now on the Edit Email Template page.
Understand template information
At the top of the page, you can see which template you are editing.
Here you will find the main fields:
Name
The internal name of the template.
This is used to identify the template in the overview.
Examples:
Welcome email
Cancellation email
Referral email
Type
Defines what type of email the template is used for.
The type affects which placeholders are available in the email.
Subject
This is the subject line recipients see in their inbox.
You can also use placeholders in the subject.
Example:
Welcome {{FIRST_NAME}}
Use placeholders
Placeholders are used to automatically insert information when the email is sent.
Example:
If you write:
Welcome {{FIRST_NAME}}
the system will automatically insert the recipient's first name.
These placeholders are always available:
Placeholder | Inserts |
{{FULL_NAME}} | Member's full name |
{{FIRST_NAME}} | Member's first name |
{{LAST_NAME}} | Member's last name |
{{CHAIN_NAME}} | Name of your chain |
Additional placeholders depend on the selected email type.
Edit email content
Below the template information, you will find the email editor.
Here you can:
Edit text
Add images
Add buttons
Change layout
Add new sections
You can insert placeholders directly into the content.
Example:
Hello {{FIRST_NAME}}
Images are uploaded directly through the editor.
Add attachments
You can add attachments to the email.
Under the Attachment section you can:
Drag a file into the upload area
Click and select a file from your computer
Supported file types:
PDF
Word documents (.doc and .docx)
OpenDocument (.odt)
Text files
Attachments are automatically included every time the template is used.
Placeholders by email type
Some placeholders are only available for specific email types.
Welcome Email
Additional placeholders:
{{MEMBERSHIP_TYPE_NAME}}
{{PLAY_STORE_LINK}}
{{APP_STORE_LINK}}
{{PASSWORD}}
{{DOOR_CODE}}
Guest
Additional placeholders:
{{CLASS_NAME}}
{{CLASS_SUBTITLE}}
{{CLASS_DATE}}
{{CLASS_TIME}}
{{CLASS_DATETIME}}
{{PLAY_STORE_LINK}}
{{APP_STORE_LINK}}
{{PASSWORD}}
{{DOOR_CODE}}
Referral
Additional placeholders:
{{CANDIDATE_NAME}}
{{REFERRER_NAME}}
{{REFERRAL_BONUS}}
{{REFERRAL_EXPIRY_DATE}}
Cancellation
Additional placeholders:
{{VALID_TO}}
{{MEMBERSHIP_TYPE_NAME}}
Put On Hold
Additional placeholders:
{{ON_HOLD_UNTIL}}
{{VALID_TO}}
{{MEMBERSHIP_TYPE_NAME}}
Task Confirmation
Additional placeholders:
{{TASK_NAME}}
{{TASK_DESCRIPTION}}
{{DATE}}
Ticket Confirmation
Additional placeholders:
{{TICKET_NAME}}
{{EVENT_NAME}}
{{BEGINS_DATE}}
{{BEGINS_TIME}}
Custom
All placeholders from the other email types can be used.
Save changes
When you are finished:
Click Save changes in the bottom right corner.
Wait while the system saves the template.
When the update is complete, a confirmation message will appear.
Troubleshooting
I cannot click Save changes
The email editor must finish loading before you can save.
Wait a moment and try again.
If the issue continues, reload the page.
My changes are not saved
Check that:
Name is filled in
Type is selected
Subject is filled in
My placeholders appear as text in the email
Make sure the placeholder is written correctly.
Example:
Correct:
{{FIRST_NAME}}
Incorrect:
{{FIRST_NAME}}
Placeholders must use uppercase letters and match the format shown in the list.
I cannot find the placeholder I need
Check which email type you have selected.
Some placeholders are only available for specific types.
If you need access to all placeholders, use the Custom type.